Phillip Curoe | Financial Advisor | Apple Valley, MN | U.S. Bancorp Wealth Management

Phill Curoe

ChFC®, CLU®, CWS®
Wealth Management Advisor
U.S. Bancorp Investments

952.997.9606

Primary office
15025 Garrett Avenue
Apple Valley, MN 55124

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About me

My experience in the financial services industry began in 1995, and it is my pleasure to serve the financial needs of people in the Apple Valley, Eagan, and Lakeville communities. I hold a Bachelor of Business Administration degree in marketing from Iowa State University.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I invest my time being an active member of my local community and staying involved with my church. In my free time, I enjoy golfing, tennis and traveling with my family.

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.